Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,171,009 8.55 Reduce 11.74% 1.19 $356.28–450.33 · VW $418.95i $433,472,402 SEC
2025   Q4 1,326,840 10.10 Reduce 12.68% 1.24 $381.71–493.50 · VW $422.65i $641,686,361 SEC
2025   Q3 1,519,446 9.77 Reduce 3.19% 0.29 $464.89–553.72 · VW $503.54i $786,997,056 SEC
2025   Q2 1,569,529 9.15 Reduce 11.70% 0.86 $456.89–555.45 · VW $506.34i $780,699,420 SEC
2025   Q1 1,777,503 7.38 Reduce 13.52% 1.06 $344.79–462.52 · VW $422.56i $667,256,851 SEC
2024   Q4 2,055,344 7.84 Reduce 3.11% 0.24 $386.57–456.16 · VW $413.24i $866,327,496 SEC
2024   Q3 2,121,385 7.63 Reduce 3.93% 0.32 $400.80–441.85 · VW $422.04i $912,831,966 SEC
2024   Q2 2,208,271 8.08 Reduce 5.71% 0.43 $385.58–468.35 · VW $423.69i $986,986,723 SEC
2024   Q1 2,342,114 7.53 Reduce 9.12% 0.67 $388.03–433.60 · VW $412.25i $985,374,202 SEC
2023   Q4 2,577,239 7.34 Reduce 10.88% 0.79 $362.90–420.82 · VW $399.12i $969,144,954 SEC
2023   Q3 2,891,977 7.22 Reduce 1.06% 0.08 $309.45–384.30 · VW $357.55i $913,141,738 SEC
2023   Q2 2,922,834 7.30 Reduce 5.19% 0.36 $311.55–366.78 · VW $335.36i $995,341,890 SEC
2023   Q1 3,082,963 6.90 Reduce 3.34% 0.20 $245.61–335.94 · VW $303.31i $875,715,640 SEC
2022   Q4 3,189,608 5.98 Add 5.07% 0.29 $219.35–276.76 · VW $248.51i $764,931,782 SEC
2022   Q3 3,035,731 6.16 Reduce 0.35% 0.02 $213.43–267.45 · VW $245.34i $707,022,000 SEC
2022   Q2 3,046,456 6.48 Add 3.06% 0.19 $241.51–294.18 · VW $265.72i $782,421,000 SEC
2022   Q1 2,956,142 6.80 Add 0.46% 0.03 $246.44–315.95 · VW $278.09i $911,408,000 SEC
2021   Q4 2,942,667 6.96 Reduce 8.63% 0.62 $271.52–344.30 · VW $304.87i $989,678,000 SEC
2021   Q3 3,220,728 7.19 Reduce 8.99% 0.65 $280.25–349.67 · VW $320.17i $907,988,000 SEC
2021   Q2 3,539,008 7.24 Reduce 0.92% 0.06 $243.00–305.84 · VW $283.57i $958,717,000 SEC
2021   Q1 3,571,884 6.74 Reduce 7.04% 0.50 $224.26–263.19 · VW $245.71i $842,143,000 SEC
2020   Q4 3,842,457 7.08 Add 0.43% 0.03 $209.11–246.13 · VW $229.21i $854,639,000 SEC
2020   Q3 3,825,925 7.13 Reduce 6.39% 0.51 $196.25–232.86 · VW $214.39i $804,707,000 SEC
2020   Q2 4,086,908 7.96 Reduce 3.16% 0.24 $181.35–231.15 · VW $212.68i $831,727,000 SEC
2020   Q1 4,220,466 7.46 Reduce 5.64% 0.40 $132.52–187.51 · VW $167.76i $665,610,000 SEC
2019   Q4 4,472,868 7.00 Reduce 4.20% 0.29 $146.65–190.70 · VW $166.45i $705,371,000 SEC
2019   Q3 4,669,077 6.94 Add 1.81% 0.12 $133.22–152.50 · VW $145.70i $649,142,000 SEC
2019   Q2 4,586,088 7.01 Add 6.24% 0.41 $119.01–141.68 · VW $132.85i $614,352,000 SEC
2019   Q1 4,316,702 6.06 Add 4.71% 0.27 $108.80–131.37 · VW $121.28i $509,112,000 SEC
2018   Q4 4,122,695 5.92 Add 0.25% 0.01 $93.96–113.42 · VW $106.47i $418,742,000 SEC
2018   Q3 4,112,510 5.87 Reduce 0.48% 0.03 $99.35–116.18 · VW $108.81i $470,348,000 SEC
2018   Q2 4,132,205 5.47 Reduce 11.35% 0.63 $97.26–112.78 · VW $107.46i $407,477,000 SEC
2018   Q1 4,661,171 5.55 Reduce 14.66% 0.87 $87.08–99.99 · VW $95.30i $425,425,000 SEC
2017   Q4 5,462,161 5.96 Reduce 0.01% <0.01 $80.70–96.07 · VW $90.18i $467,233,000 SEC
2017   Q3 5,462,666 5.50 Reduce 0.61% 0.03 $72.92–86.20 · VW $81.10i $406,914,000 SEC
2017   Q2 5,496,331 5.19 Reduce 6.84% 0.37 $68.02–74.96 · VW $72.58i $378,862,000 SEC
2017   Q1 5,899,715 5.44 Reduce 0.14% <0.01 $63.62–70.74 · VW $68.07i $388,555,000 SEC
2016   Q4 5,908,102 5.38 Reduce 0.23% 0.01 $58.80–65.91 · VW $62.90i $367,129,000 SEC
2016   Q3 5,921,523 5.10 Reduce 9.51% 0.49 $55.61–61.41 · VW $59.09i $341,080,000 SEC
2016   Q2 6,543,716 5.20 Add 8.53% 0.41 $48.04–58.70 · VW $54.73i $334,842,000 SEC
2016   Q1 6,029,436 5.31 Reduce 4.81% 0.28 $49.35–56.77 · VW $53.04i $333,006,000 SEC
2015   Q4 6,334,016 5.89 Add 0.23% 0.01 $48.19–56.85 · VW $51.97i $351,411,000 SEC
2015   Q3 6,319,586 4.92 Add 0.93% 0.05 $41.66–54.98 · VW $50.33i $279,705,000 SEC
2015   Q2 6,261,486 4.42 Add 0.18% <0.01 $39.72–48.41 · VW $43.88i $276,445,000 SEC
2015   Q1 6,250,088 3.88 Add 0.25% <0.01 $40.12–49.54 · VW $45.51i $254,097,000 SEC
2014   Q4 6,234,794 4.48 Reduce 2.07% 0.10 $40.23–49.06 · VW $44.38i $289,606,000 SEC
2014   Q3 6,366,901 4.69 Reduce 3.39% 0.14 $42.10–50.05 · VW $46.65i $295,170,000 SEC
2014   Q2 6,590,509 4.14 Reduce 4.00% 0.16 $39.86–45.71 · VW $43.67i $274,824,000 SEC
2014   Q1 6,865,320 4.06 Add 1.24% 0.05 $37.49–41.66 · VW $40.03i $281,409,000 SEC
2013   Q4 6,781,092 3.60 Reduce 1.05% 0.04 $34.63–38.98 · VW $37.31i $253,816,000 SEC
2013   Q3 6,853,261 3.53 Add 1.02% 0.04 $30.95–38.29 · VW $35.79i $228,282,000 SEC
2013   Q2 6,783,746 3.84 Reduce 14.89% 0.57 $30.84–36.43 · VW $33.56i $234,243,000 SEC
2013   Q1 7,970,987 3.81 Add 3.49% 0.13 $27.52–35.28 · VW $32.57i $228,049,000 SEC
2012   Q4 7,701,948 3.85 Reduce 12.16% 0.57 $26.26–28.23 · VW $27.43i $205,873,000 SEC
2012   Q3 8,768,264 4.68 Add 0.94% 0.04 $26.34–31.61 · VW $28.19i $261,118,000 SEC
2012   Q2 8,686,974 4.84 Add 1.19% 0.06 $28.32–31.14 · VW $30.09i $265,734,000 SEC
2012   Q1 8,584,471 4.78 Reduce 1.08% 0.05 $28.64–32.95 · VW $30.26i $276,849,000 SEC
2011   Q4 8,678,066 4.23 Add 2.24% 0.09 $25.16–32.00 · VW $29.63i $225,282,000 SEC
2011   Q3 8,488,238 2.16 Reduce 14.82% 0.67 $24.26–27.50 · VW $25.78i $211,272,000 SEC
2011   Q2 9,965,593 4.52 Reduce 0.11% <0.01 $23.65–28.15 · VW $26.13i $259,105,000 SEC
2011   Q1 9,976,585 4.64 Add 14.66% 0.59 $24.03–26.87 · VW $25.30i $253,006,000 SEC
2010   Q4 8,700,870 5.05 Add 10.79% 0.49 $25.56–29.46 · VW $27.20i $242,928,000 SEC
2010   Q3 7,853,600 2.37 Add 20.90% 0.41 $23.54–28.87 · VW $25.89i $192,335,000 SEC
2010   Q2 6,495,820 2.11 Add 14.93% 0.27 $22.73–26.93 · VW $24.38i $149,469,000 SEC
2010   Q1 5,652,080 2.30 Add 6.74% 0.15 $24.56–31.58 · VW $27.31i $165,436,000 SEC
2009   Q4 5,295,212 5.12 Add 0.09% <0.01 $27.57–31.50 · VW $29.25i $161,451,000 SEC
2009   Q3 5,290,576 2.46 Reduce 7.47% 0.21 $23.76–30.14 · VW $27.77i $136,973,000 SEC
2009   Q2 5,717,501 2.86 Reduce 5.13% 0.13 $20.86–25.72 · VW $23.74i $135,905,000 SEC
2009   Q1 6,026,821 2.60 Reduce 1.30% 0.03 $14.87–21.20 · VW $18.99i $110,713,000 SEC
2008   Q4 6,106,014 2.50 Add 12.33% 0.27 $16.10–21.25 · VW $17.83i $118,701,000 SEC
2008   Q3 5,435,839 2.43 Add 30.57% 0.57 $17.50–27.76 · VW $21.83i $145,083,000 SEC
2008   Q2 4,163,025 2.21 Add 1.38% 0.03 $24.87–29.57 · VW $27.24i $114,525,000 SEC
2008   Q1 4,106,334 2.11 Reduce 1.44% 0.03 $26.87–32.10 · VW $29.10i $116,538,000 SEC
2007   Q4 4,166,160 2.42 Add 2.58% 0.06 $27.02–36.72 · VW $30.31i $148,315,000 SEC
2007   Q3 4,061,451 1.95 Add 3.40% 0.06 $28.27–37.50 · VW $33.12i $119,650,000 SEC
2007   Q2 3,928,051 2.02 Add 3.46% 0.07 $27.51–31.84 · VW $29.36i $115,760,000 SEC
2007   Q1 3,796,576 1.94 Add 2.61% 0.05 $26.60–31.16 · VW $29.48i $105,811,000 SEC
2006   Q4 3,699,926 4.10 Add 9.34% 0.35 $27.79–31.48 · VW $29.15i $110,480,000 SEC
2006   Q3 3,383,876 3.80 Buy 3.80 $25.39–30.00 · VW $28.25i $92,481,000 SEC
2006   Q2 0 0.00 Sell 100.00% 0.03 $21.46–26.25 · VW $24.47i SEC
2006   Q1 28,690 0.03 Reduce 1.71% <0.01 $22.45–28.22 · VW $24.44i $781,000 SEC
2005   Q4 29,190 0.03 Add 5.17% <0.01 $26.10–28.38 · VW $27.12i $763,000 SEC
2005   Q3 27,756 0.02 Reduce 0.36% <0.01 $24.25–28.25 · VW $26.73i $714,000 SEC
2005   Q2 27,856 0.02 Reduce 6.15% <0.01 $24.50–27.94 · VW $26.61i $692,000 SEC
2005   Q1 29,681 0.02 $24.16 $717,000 SEC
2004   Q4 29,681 0.03 Reduce 6.12% <0.01 $25.13–27.44 · VW $25.91i $793,000 SEC
2004   Q3 31,615 0.03 Reduce 14.53% <0.01 $26.10–30.20 · VW $27.70i $874,000 SEC
2004   Q2 36,990 0.04 $28.55 $1,056,000 SEC
2004   Q1 36,990 0.04 Reduce 21.55% 0.01 $24.01–27.72 · VW $25.99i $922,000 SEC
2003   Q4 47,150 0.07 Reduce 3.22% <0.01 $25.50–28.83 · VW $26.95i $1,299,000 SEC
2003   Q3 48,720 0.08 Add 0.41% <0.01 $24.84–30.00 · VW $26.85i $1,354,000 SEC
2003   Q2 48,520 0.08 $25.62 $1,243,000 SEC
2003   Q1 48,520 0.11 Reduce 15.41% 0.02 $22.55–26.80 · VW $24.65i $1,174,669 SEC
2002   Q4 57,360 0.14 Add 8.93% 0.01 $23.00–29.48 · VW $25.39i $1,483,000 SEC
2002   Q3 52,660 0.19 Reduce 19.75% 0.07 $21.56–29.32 · VW $26.57i $1,151,674,000 SEC
2002   Q2 65,620 0.35 Reduce 20.33% 0.13 $20.70–28.22 · VW $24.49i $1,794,707,000 SEC
2002   Q1 82,368 0.66 Add 2.62% 0.02 $24.17–32.50 · VW $27.38i $2,481,336,000 SEC
2001   Q4 80,268 1.24 Reduce 5.54% 0.08 $28.58–35.31 · VW $31.02i $2,658,878,000 SEC
2001   Q3 84,980 1.50 Reduce 1.35% 0.03 $23.75–34.17 · VW $30.01i $2,174,213,000 SEC
2001   Q2 86,140 2.09 Reduce 2.08% 0.04 $28.15–38.08 · VW $31.58i $3,144,110,000 SEC
2001   Q1 87,974 1.84 Reduce 10.58% 0.16 $24.88–36.08 · VW $31.85i $2,402,570,000 SEC
2000   Q4 98,380 1.47 Add 25.85% 0.30 $20.16–32.53 · VW $27.40i $2,136,814,000 SEC
2000   Q3 78,170 1.70 Buy 1.70 $24.22–36.19 · VW $29.70i $2,357,216,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$58.19
+/- since buy571.93%
52-week low$349.20
52-week high$551.05